Understanding what is important to our clients and their family members and collecting all information necessary to manage their financial affairs. We cover financial topics such as investing familiarity and background, risk profiles, and current brokerage arrangements, as well as values, personal goals, family dynamics and future life challenges.
We formulate successful wealth strategies by first carefully analyzing clients existing investments, risk tolerance, balance sheets and projected lifetime cash flows.
Preparation of a detailed financial plan that will become a living document in our future client interactions. This report clearly depicts your discovery profile and lifetime cash flows, our balance sheet analysis, and a strategic investment plan. Through your wealth strategy document, we carefully communicate our understanding of a client’s needs and how we intend to manage your investment portfolio, balance sheet, and lifetime cash flows.
Regular financial reporting, client meetings and phone conversations are established to ensure that we are always aware of our client’s needs and that they are fully informed as to how their money is being managed. We rebalance portfolios to assure that over long periods of time, you build value by buying low and selling high. We regularly recalibrate your plan to assure that it fits you very well.